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Demand for Apple Intelligence will drive an iPhone supercycle
Demand for Apple Intelligence features will power an iPhone supercycle, according to an analyst – with Apple one of three...
Many of Apple’s AI features run on-device, and the company has advised that only two current iPhone models are sufficiently powerful to do so – though older iPads and Macs do have the necessary chips. Nvidia’s GPU chips are in essence the new gold or oil in the tech sector as more enterprises and consumers quickly head down this path with the 4th Industrial Revolution well underway. Whether Apple will later choose to sell subscriptions to higher tiers is currently an open question, but certainly the company is paying for the ChatGPT access and is so far set to absorb that cost.
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